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Equitable Holdings EQH Closed Block Operations, Benefits and Expense

Closed Block Operations, Benefits and Expense at other companies

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UnumUNM
$504M-1.0%
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$178.5M+4.2%
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$0
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$24.69B+2.9%
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$55.23B+3.0%
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$0

Other financials

Income statement

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Revenue$1.7B-29.8%
Net income-$453.0M-29.8%
EPS (diluted)-$1.68-38.8%

Balance sheet

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Cash & equivalents$17.2B+14.9%
Total debt$3.8B-11.4%
Total equity-$785.0M-168%
Total assets$334.66B+10.4%

Cash flow

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Operating cash flow$643.0M+88.6%

Valuation

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Market cap$14B-9.3%
Enterprise value$658.75M-86.3%
P/S1.3×+0.2×

Profitability

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Net margin-5.9%

Returns & leverage

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Return on equity-42%
Debt / equity14.1×+12.3×

Where this comes from

Reported directly by Equitable Holdings in its filing.

Tagged under the XBRL concept us-gaap:ClosedBlockOperationsBenefitsAndExpense.

The source filing: Equitable Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 2:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001333986-26-000040
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Total revenues6672145149
Benefits and Other Deductions:
Policyholders’ benefits and dividends6172128146
Other operating costs and expenses(1)11
Total benefits and other deductions6073128147
Net income (loss), before income taxes6(1)172
Income tax (expense) benefit(2)(4)(1)
Net income (loss)$4$(1)$13$1

Item 1. Consolidated Financial Statements

FAQ

What is Equitable Holdings's closed block operations, benefits and expense?
Equitable Holdings (EQH) reported closed block operations, benefits and expense of $60M in Q2 2026.
How has Equitable Holdings's closed block operations, benefits and expense changed year-over-year?
Equitable Holdings's closed block operations, benefits and expense decreased by 17.8% year-over-year, from $73M to $60M.
What is the long-term trend for Equitable Holdings's closed block operations, benefits and expense?
Over 4 years (2021 to 2025), Equitable Holdings's closed block operations, benefits and expense has grown at a -8.0% compound annual growth rate (CAGR), from $378M to $271M.
What does closed block operations, benefits and expense mean?
The aggregate of all benefits, claims, dividends, and operating expenses associated with a closed block of insurance business. This metric provides a comprehensive view of the total cost structure required to support legacy liabilities. It is essential for determining the net margin of the closed block.

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